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Schwab U S Small Cap ETF shares owned by Paulson Wealth Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Paulson Wealth Management from 13F filings

Historical chart of Paulson Wealth Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Paulson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Paulson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 34k 49.24
2023-09-30 $1.5M 37k 41.42
2023-06-30 $1.7M 38k 43.80

More positions owned by Paulson Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Paulson Wealth Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF